AWM

Apollon Wealth Management Portfolio holdings

AUM $5.62B
1-Year Est. Return 20.15%
This Quarter Est. Return
1 Year Est. Return
+20.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.54B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,183
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$17.7M
3
+$17.2M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$17M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$14.9M

Top Sells

1
+$28.9M
2
+$28M
3
+$25.8M
4
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$18.5M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$18.4M

Sector Composition

1 Technology 17.42%
2 Financials 7.4%
3 Consumer Discretionary 5.11%
4 Healthcare 5.03%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.2M 0.03%
23,784
427
$1.19M 0.03%
24,116
-1,537
428
$1.19M 0.03%
37,832
-1,413
429
$1.19M 0.03%
+7,123
430
$1.19M 0.03%
15,296
+1,081
431
$1.19M 0.03%
22,143
+7,099
432
$1.19M 0.03%
831
+63
433
$1.18M 0.03%
8,866
-242
434
$1.18M 0.03%
99,113
+5,856
435
$1.18M 0.03%
20,395
-1,669
436
$1.17M 0.03%
3,258
+109
437
$1.17M 0.03%
82,916
-969
438
$1.16M 0.03%
10,776
-72
439
$1.16M 0.03%
15,810
-1,253
440
$1.16M 0.03%
2,345
+149
441
$1.15M 0.03%
4,874
+427
442
$1.15M 0.03%
4,776
+2
443
$1.15M 0.03%
1,416
+217
444
$1.14M 0.03%
23,035
-140,103
445
$1.13M 0.03%
21,660
-19,299
446
$1.13M 0.03%
6,701
+599
447
$1.13M 0.03%
30,267
+1,838
448
$1.13M 0.03%
39,794
-1,300
449
$1.13M 0.03%
14,365
-392
450
$1.12M 0.03%
14,299
-243
16 17
18
19 20